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6. you attempt to connect the workflow to the object.
The table below shows a list of available Workflow Types, the objects that each type are is enabled on, and the Trigger When options as well as the Termination Trigger options.
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* Back/Recently Visited – click this button to return to pages previous accessed.
* Workflows – click thisbutton this button to return to the workflow list.
* New Task – click this button to create a new workflow task.
* Diagram – click this button to see a diagram view of the workflow.
* '''Update Company Category''' - use to add or remove selected categories from a company.
* '''Web Service''' - SOAP Message - use to pass information to a system outside of SmartSimple as a Web Services call.
* '''Trigger Workflow''' - use to triggers trigger a different workflow against a specified object. * '''Signority Submission''' - use to triggers signority trigger Signority signing process.
* '''Business Day Only''' - toggle on to take into account the normal working week, and statutory holidays when determining dates and delays.
* '''Holiday Calendar Used''' - used to select a custom calendar. Holiday calendars can be created and used when you specify which days are Business Days for your community instead of using the predefined Business Days Only option.
* '''Required Respondents''' - use to specify how many people must complete a an action before the workflow moves to the next task.
* '''Condition''' - use to specify a logical condition that must be met before a connector triggers the next workflow task. Multiple connectors can be set up with mutually exclusive conditions to have branching logic on the workflow.
The way the selected Company workflow will execute will depend on the Trigger Type:
* If '''New''' is selected the Workflow will only be triggered when a new Company is created.
* If '''Modified''' is selected the Workflow will be triggered both when a new Company is created, or and when an existing Company is modified.
The way the selected User workflow will execute will depend on the Trigger Type:
* If '''New''' is selected the Workflow will only be triggered when a new User or Contact is created.
* If '''Modified''' is selected the Workflow will be triggered both when a new User/Contact is created, or and when an existing User/Contact is modified.
===Enable Workflow on Company/User Registration Page===
This feature enables a Workflow to trigger on a Company/User registration page. Example send An example use would be sending an email to an employee every time a new prospect company registers so sales that they can follow up with verify the prospectinformation entered for the company.
Company/User registration Workflows will override other new and modified status-based Workflows. We recommended Workflows triggered from Sign Up pages be On Demand.
3. To enable workflows for the Level 1 items, select Yes in the first workflow comboboxcombo box.
4. To enable workflows for the Level 2 and 3 activities, select Yes in the second workflow combo box.
Level 1/2/3 Types can be configured to trigger a unique workflow whenever a new item using this template type is added.
Go to configuration settings, choose the desired tab (level 1/2/3) click the types link, edit the desired type, and click on the Template Page tab.
In the Workflow drop-down, select the appropriate workflow and then click Save.
Workflow Window, have enabled pop-up window display for your instance of SmartSimple.
If you wish to suppress the display of these this window you can change the workflow settings as follows:
1. Go to the menu icon and under System Process click Workflows.
To store the PDF, specify the field ID of the Link - Multiple Files custom field in the Store to Field ID field on the Workflow Task settings.
The field you are storing to too does not need to be on the same object. The syntax @parent.Field Name.id@ allows the workflow to store a level two web page view to the parent record.
Generate PDF File Tasks have the following settings:
* If you have selected four respondents on the Request for Approval Task, and the task should only pass if three respondents click "Approve," you would set the number of respondents on the Approve connector to be three, and the number of respondents on the Reject connector to be two.
The system checks the connectors once the number of respondents on the task has been met, this behavior behaviour is not configurable. The first connector the system checks will be taken if the requirements are met.
You must ensure the Workflow Task is sent to enough people to meet the minimum number of respondents required, if you do not send the task to enough recipients the task would never complete.
===Task Type: Signority Submission===
You can use the Signority Submission Workflow Task Type to automatically trigger the signority Signority signing process via workflow.
Signority Submission Tasks have the following settings:
* '''Description''' - Detailed description of the task (optional).
* '''Expire After''' - Intended duration of the workflow.
* '''Signority Field''' - drop-down which lists all signority Signority enabled WPV fields for the entity the workflow is configured against.
* '''Expire After''' - Intended duration of the workflow.
* '''Use Field''' - lists custom fields across all UTAs from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.
Note: If the field to be updated has the Read Only toggle enabled in the Formatting section of the field options (or a "readonlyread-only" HTML tag or "textreadonly" CSS class) the value will not update.
* '''Update To Value''' - This workflow task will use this value to update the field selected in the "Use Field" setting. Variables can be used in the "Update To Value" setting as well as hard-coded values.
* "@@icard"
Simple sample iCalednar iCalendar objects are shown below
Go to Global settings – Security – System Feature Permissions , go to the Action Permission tab and scroll down to the Workflows - Attach Workflow to Company setting.
There should be a Lookup button to select the roles that should be allow them allowed to do attach the workflow.
Once the role is selected, the options will display in the edit company view.
